The Retirement Solution LLC

CRD 148106 · Redmond, WA · $699.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148106
SEC number: 801-113783
Firm type: RIA
Assets under management: $699.4M as of May 15, 2026
Website: www.linkedin.com/company/the-retirement-solution ↗
Phone: 425-558-3700
Address: 18300 Redmond Way, Redmond, WA, 98052

Advisors at this firm

18 in our index · page 1 of 1

James Leroy BlackCRD 2156347 · Redmond, WA

IA Registered

Disclosure event(s) on record
Thomas Alan BlackCRD 2450163 · Kennewick, WA

IA Registered
Jared Thomas BlackCRD 7534880 · Kennewick, WA

IA Registered
Heather M CarlsonCRD 4359310 · Redmond, WA

IA RegisteredRegistration inactive
Mark Christian ChinCRD 8305750 · Redmond, WA

IA Registered
Sean Michael ClossonCRD 8000460 · Redmond, WA

IA Registered
Clinton William CoburnCRD 6735628 · Mill Creek, WA

IA RegisteredRegistration inactive
Jason David FalkCRD 6850587 · Redmond, WA

IA RegisteredRegistration inactive
David Jay GrangerCRD 7364512 · Mount Vernon, WA

IA RegisteredRegistration inactive
Travis JohnsonCRD 7035529 · Mill Creek, WA

IA RegisteredRegistration inactive
Jared KowalskeCRD 7820834 · Redmond, WA

IA Registered
Cynthia Aspitarte MuellerCRD 5364693 · Redmond, WA

IA Registered
Wesley Robert McbratneyCRD 7183874 · Redmond, WA

IA RegisteredRegistration inactive
Kyle Brent NelsonCRD 6813414 · Kennewick, WA

IA Registered
Matthew Ryan PerroneCRD 6584699 · Redmond, WA

IA Registered
Shane Christopher PerryCRD 7075292 · Redmond, WA

IA Registered

Disclosure event(s) on record
Jacob Vitaliy RichardsCRD 7587587 · Mt. Vernon, WA

IA RegisteredRegistration inactive
Tenzin Tashi ZingkhaCRD 8128170 · Redmond, WA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.